RADACAD - CRM Opportunities and Pipeline Management Solution

The main aim of this report is to provide a holistic perspective in opportunities in a company. This report will help the managers to figure out in which city, team, year they have lost or won opportunities. Moreover, such comprehensive CRM report can be used for any industry which companies employ CRM to manage their opportunities.

It is always important to track the number of opportunities that each team has on hand. Hence, it is also important to know which team and groups work better in case of getting projects and wining opportunities for resources planning. Therefore, value of opportunities can be another measure to understand help a company allocate resources.

Solution

Addressing the above needs, a CRM report will help managers of different levels to track their opportunities on hand, won or lost. Managers are able to see the number and value of each opportunity they have based on city, team and year and month.